Returns–Not enough quarters yet
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| EWZSIshares Tr | $10.7M | 6.3% | +41.6% |
| KSPIKaspi Kz Jsc | $10.2M | 6.0% | |
| PBR/APetroleo Brasileiro S A | $9.6M | 5.6% | |
| BILSpdr Series Trust | $9.4M | 5.5% | −10.5% |
| VALEVale S A | $7.7M | 4.5% | −4.1% |
| CNQCanadian Nat Res Ltd Med Ter | $7.2M | 4.2% | −2.4% |
| QQQInvesco Qqq Tr | $6.1M | 3.6% | |
| PHYSSprott Asset Management LP | $5.7M | 3.3% | −3.5% |
| SFMSprouts Fmrs Mkt Inc | $5.4M | 3.1% | |
| LEMBIshares Inc | $4.8M | 2.8% | +1.8% |
| BTIBritish Amern Tob PLC | $4.3M | 2.5% | −5.7% |
| Copa Holdings SaCUSIP P31076105 | $4.3M | 2.5% | −21.9% |
| Noble Corp PLCCUSIP G65431127 | $4.0M | 2.3% | −12.4% |
| ABBVAbbvie Inc | $3.8M | 2.2% | |
| WIPSpdr Series Trust | $3.7M | 2.2% | +22.5% |
| HCCWarrior Met Coal Inc | $3.2M | 1.9% | +9.5% |
| Exxon Mobil CorpCUSIP 30231G102 | $3.0M | 1.8% | −6.4% |
| MTBASimplify Exchange Traded Fun | $2.8M | 1.7% | −3.6% |
| TIPIshares Tr | $2.8M | 1.6% | |
| IQLTIshares Tr | $2.7M | 1.6% | +22.6% |
| BLDGCambria Etf Tr | $2.3M | 1.4% | +35.5% |
| IDMOInvesco Exch Traded Fd Tr II | $2.2M | 1.3% | +22.1% |
| EPDEnterprise Prods Partners L | $2.1M | 1.2% | |
| Noble Corp PLCCUSIP G65431135 | $2.1M | 1.2% | −3.3% |
| DGSWisdomtree Tr | $1.9M | 1.1% | +29.5% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| SPMOInvesco Exch Traded Fd Tr II | December 31, 2025 | +35.4% | $1.9M |
| Noble Corp PLCCUSIP G65431127 | December 31, 2025 | +32.1% | $4.0M |
| PBR/APetroleo Brasileiro S A | December 31, 2025 | +29.9% | $9.6M |
| Copa Holdings SaCUSIP P31076105 | December 31, 2025 | +29.0% | $4.3M |
| AVUVAmerican Centy Etf Tr | December 31, 2025 | +22.3% | $1.7M |
| AVLVAmerican Centy Etf Tr | December 31, 2025 | +20.4% | $1.3M |
| QQQInvesco Qqq Tr | December 31, 2025 | +19.9% | $6.1M |
| EYLDCambria Etf Tr | December 31, 2025 | +18.5% | $1.7M |
| CNQCanadian Nat Res Ltd Med Ter | December 31, 2025 | +16.7% | $7.2M |
| VALEVale S A | December 31, 2025 | +15.4% | $7.7M |
Sold off last quarter
- GSPYTidal Trust I was $939K
- Newamsterdam Pharma CompanyCUSIP N62509109 was $752K
- Honeywell Intl IncCUSIP 438516106 was $478K
- TAt&t Inc was $271K
- Brag Hse Hldgs IncCUSIP 104813209 was $8,798
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | −2.3% | +14.8% |
| March 31, 2026 | +9.9% | −4.6% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Lifetime Wealth Management P.C. Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=2116339&type=13F-HR&dateb=&owner=include&count=40CIK 2116339
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/2116339/000121465926010440/Filed August 17, 2026 · accession 0001214659-26-010440